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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,694 | $62,672-15.9% | $185,117-71.5% | $70,126-24.9% |
| Participation rate | 68.0% | 63.8%+4.2pp | 77.3%-9.3pp | 69.5%-1.5pp |
| Annual return | 10.89% | 40.79%-29.9pp | 40.50%-29.6pp | 73.15%-62.3pp |
| Employer contribution / active EE | $747 | $1,753-57.4% | $4,182-82.1% | $2,343-68.1% |
| Participant deferral / active EE | $1,675 | $3,272-48.8% | $5,045-66.8% | $3,332-49.7% |
| Admin fee / account holder | $1,093 | $3,932-72.2% | $8,159-86.6% | $4,645-76.5% |